Purchases and Sales Made in Q2 2023 in Microsoft Corp (MSFT)
This table provides information about the institutional ownership of Microsoft Corp (MSFT) during Q2 2023. The information is specifically focused on institutions that hold shares of MICROSOFT CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-47- 0.5% |
$12.9K - $16.4K
|
9.44K
$4.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-47- 0.89% |
$12.9K - $16.4K
|
5.24K
$2.68M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-47- 3.6% |
$12.9K - $16.4K
|
1.26K
$645K
|
|
|
Jul 17, 2023
Q2 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-48- 2.9% |
$13.2K - $16.7K
|
1.61K
$823K
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-48- 2.34% |
$13.2K - $16.7K
|
2.01K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-48- 0.27% |
$13.2K - $16.7K
|
17.4K
$8.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-48- 0.89% |
$13.2K - $16.7K
|
5.32K
$2.72M
|
|
|
Jul 07, 2023
Q2 2023
|
Virginia National Bank
|
SELL
|
- |
-50- 1.33% |
$13.8K - $17.4K
|
3.71K
$1.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-50- 1.26% |
$13.8K - $17.4K
|
3.91K
$2M
|
|
|
Jul 24, 2023
Q2 2023
|
Coho Partners, Ltd.
|
SELL
|
- |
-50- 0.76% |
$13.8K - $17.4K
|
6.5K
$3.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-50- 1.84% |
$13.8K - $17.4K
|
2.67K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
SELL
|
- |
-50- 0.16% |
$13.8K - $17.4K
|
30.5K
$15.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-51- 0.34% |
$14K - $17.8K
|
14.9K
$7.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-52- 1.42% |
$14.3K - $18.1K
|
3.62K
$1.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-52- 4.87% |
$14.3K - $18.1K
|
1.02K
$520K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-52- 2.7% |
$14.3K - $18.1K
|
1.87K
$957K
|
|
|
Aug 14, 2023
Q2 2023
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-52- 2.91% |
$14.3K - $18.1K
|
1.73K
$887K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-53- 0.28% |
$14.6K - $18.4K
|
19.2K
$9.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-54- 0.44% |
$14.9K - $18.8K
|
12.2K
$6.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-56- 3.37% |
$15.4K - $19.5K
|
1.61K
$822K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-56- 0.96% |
$15.4K - $19.5K
|
5.78K
$2.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
SELL
|
- |
-56- 2.07% |
$15.4K - $19.5K
|
2.65K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-56- 0.32% |
$15.4K - $19.5K
|
17.3K
$8.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-58- 0.32% |
$16K - $20.2K
|
18.1K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-58- 0.07% |
$16K - $20.2K
|
86.2K
$44.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-59- 1.23% |
$16.2K - $20.5K
|
4.76K
$2.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-59- 0.36% |
$16.2K - $20.5K
|
16.2K
$8.28M
|
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-59- 0.76% |
$16.2K - $20.5K
|
7.75K
$3.96M
|
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-60- 1.1% |
$16.5K - $20.9K
|
5.37K
$2.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-60- 23.44% |
$16.5K - $20.9K
|
196
$100K
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-60- 0.67% |
$16.5K - $20.9K
|
8.95K
$4.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
SELL
|
- |
-60- 2.89% |
$16.5K - $20.9K
|
2.02K
$1.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-60- 3.41% |
$16.5K - $20.9K
|
1.7K
$871K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-60- 3.14% |
$16.5K - $20.9K
|
1.85K
$947K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-60- 3.47% |
$16.5K - $20.9K
|
1.67K
$853K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-61- 0.44% |
$16.8K - $21.2K
|
14K
$7.14M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-61- 0.27% |
$16.8K - $21.2K
|
22.2K
$11.4M
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-61- 0.95% |
$16.8K - $21.2K
|
6.34K
$3.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-62- 0.75% |
$17.1K - $21.6K
|
8.26K
$4.23M
|
|
|
Aug 08, 2023
Q2 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-62- 0.21% |
$17.1K - $21.6K
|
29.2K
$14.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-63- 0.45% |
$17.4K - $21.9K
|
13.8K
$7.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-63- 0.03% |
$17.4K - $21.9K
|
241K
$123M
|
|
|
Aug 16, 2023
Q2 2023
|
Goepper Burkhardt LLC
|
SELL
|
- |
-63- 0.87% |
$17.4K - $21.9K
|
7.21K
$3.69M
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-65- 6.89% |
$17.9K - $22.6K
|
879
$450K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-65- 0.32% |
$17.9K - $22.6K
|
20.1K
$10.3M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-66- 3.3% |
$18.2K - $23K
|
1.94K
$990K
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-66- 9.22% |
$18.2K - $23K
|
650
$333K
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-67- 0.54% |
$18.5K - $23.3K
|
12.5K
$6.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-67- 0.67% |
$18.5K - $23.3K
|
9.93K
$5.08M
|
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-68- 5.84% |
$18.7K - $23.7K
|
1.1K
$561K
|